See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,512 | $95,453-51.3% | $112,040-58.5% | $82,448-43.6% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.5%-17.2pp | 68.1%-8.8pp |
| Annual return | 19.04% | 23.92%-4.9pp | 24.52%-5.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,411 | $2,318-39.1% | $2,954-52.2% | $2,551-44.7% |
| Participant deferral / active EE | $2,784 | $4,224-34.1% | $5,098-45.4% | $4,139-32.7% |
| Admin fee / account holder | $775 | $9,013-91.4% | $12,098-93.6% | $7,234-89.3% |